TFM
SEVN

TFC Financial Management’s Seven Hills Realty Trust SEVN Stock Holding History

TFC Financial Management’s Portfolio SEVN Stock Details SEVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.1K Hold
1,441
– – ﹤0.01% 414
2026
Q1 		$11.8K Hold
1,441
– – ﹤0.01% 394
2025
Q4 		$12.8K Hold
1,441
– – ﹤0.01% 381
2025
Q3 		$14.9K Hold
1,441
– – ﹤0.01% 374
2025
Q2 		$17.4K Hold
1,441
– – ﹤0.01% 351
2025
Q1 		$18K Hold
1,441
– – ﹤0.01% 328
2024
Q4 		$18.8K Hold
1,441
– – ﹤0.01% 318
2024
Q3 		$19.8K Hold
1,441
– – ﹤0.01% 328
2024
Q2 		$18.3K Hold
1,441
– – ﹤0.01% 305
2024
Q1 		$18.6K Hold
1,441
– – ﹤0.01% 295
2023
Q4 		$18.6K Hold
1,441
– – ﹤0.01% 291
2023
Q3 		$15.7K Hold
1,441
– – ﹤0.01% 305
2023
Q2 		$14.8K Hold
1,441
– – ﹤0.01% 311
2023
Q1 		$14.5K Hold
1,441
– – ﹤0.01% 341
2022
Q4 		$13.1K Hold
1,441
– – ﹤0.01% 285
2022
Q3 		$13K Hold
1,441
– – ﹤0.01% 294
2022
Q2 		$15K Hold
1,441
– – ﹤0.01% 282
2022
Q1 		$16K Hold
1,441
– – ﹤0.01% 279
2021
Q4 		$15K Hold
1,441
– – ﹤0.01% 301
2021
Q3 		$15K Hold
1,441
– – 0.01% 300
2021
Q2 		$17K Hold
1,441
– – 0.01% 285
2021
Q1 		$17K Hold
1,441
– – 0.01% 272
2020
Q4 		$15K Hold
1,441
– – 0.01% 284
2020
Q3 		$13K Buy
+1,441
New +$15.3K 0.01% 275

Other funds holding SEVN

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
SAM
Smith Asset Management Chiefland, Florida $127M AUM 5.85% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

TFC Financial Management's SEVN Position: Q2 2026 in Review

TFC Financial Management held its Seven Hills Realty Trust (SEVN) position steady in Q2 2026 at 1,441 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

TFC Financial Management first reported a position in SEVN in Q3 2020 and has held it in 24 quarters since. The position peaked at $19.8K in Q3 2024. 23 funds tracked by Wall St. Rank hold SEVN as of Q2 2026.

  • TFC Financial Management held 1,441 shares of Seven Hills Realty Trust worth $12.1K as of Q2 2026.
  • TFC Financial Management left its Seven Hills Realty Trust share count unchanged in Q2 2026.
  • Seven Hills Realty Trust made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #414 holding.
  • TFC Financial Management first reported a position in Seven Hills Realty Trust in Q3 2020 and has held it in 24 quarters since.
  • TFC Financial Management's Seven Hills Realty Trust position peaked at $19.8K in Q3 2024.
  • 23 funds tracked by Wall St. Rank held Seven Hills Realty Trust as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.